Estate and Financial Planning – Wills and Trusts

· Review of existing estate planning documents

· Evaluation of assets and financial plan

· Preparation of new estate planning documents, including Last Will and Testament, Power of Attorney, Health Care Proxy and Living Will

· Preparation of Revocable Trusts, Supplemental or Special Needs Trusts and Irrevocable Trusts

· Preparation of Waivers of Right of Spousal Election

Estate and Trust Administration

Preparation of legal documents for filing with the Surrogate's Court and obtaining Letters Testamentary or Letters of Administration

Estate management, i.e. filing required legal documents, liquidating and collecting assets, preparing accountings, making distributions to beneficiaries or heirs, and arranging for valuation and sale of estate assets

Trust Administration

Representation of beneficiaries of an estate